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How To Buy Online Insurance With Policy Planner


“An Optimistic is someone who thinks the future is uncertain. At policy planner, we are very keen for the professional financial planning with a diversified portfolio.

A well planned or designed investment methodology is the key to success. From last 17 years, we are serving all types of financial products. So we know it much better at a ground level, that what are the requirements of our Indian peoples. From High net Income, Middle Class, and lower income category person’s needs.

The journey get starts from a bank saving account to fixed deposit, gold arrangement, then lic traditional policies, then-ULIPS, there are some other products in fixed income category like PPF, P O, Bonds, Company FD’S, after some maturity, people move to mutual found’s lump sum and SIP and the educated investor turns into equities.

So the type of investment should be fixed by his need, dream or you can say the priority or the liability of the person’s life.

In everyone’s life, there are a lot of responsibilities and there are some possibilities also our life is so uncertain and that’s why it’s very interesting.

Other parameters of on financial planning are a person’s age, his risk appetite, his pattern of existing investment. Also should consider his current liabilities and his opportunities.

What he understands the importance of saving is also very important. Friends we always go for monthly planning like this way- Income-expences = savings. But the right format of a saving is -Income-saving = expense.

A habitual saving in an important role in the investment.also an early started person can achieve the goal very easily and with a lower terms investment rather than a latecomer, a delayed investment.

“Everything comes if a man can only wait” So if the tenure is big then the investment can be lower side.

”To be doing good is man’s most glorious tasks”. Our tasks, dreams come first in our life. So to protect them is our duty. So be prepared for the unlike event like hospitalization (like a leaving death), don’t worry be covered your family with the health insurance.

Get a proper or appropriate life cover to face the uncertainty of life.

Ok if a long leave then it must be smooth only, not a harder one. So be ready with your retirement plan earlier.

Start very early for the child plan.

Make your portfolio diversified with direct equity about 10 to 15%. Diversified mutual funds and ULIPS by 20% to 30%.

Traditional plans or debit funds or gold or real estate it should be your investment base like  40 to 50%.

So there will be liquidity as well and a safer one.

We are there to serve you with all our level best. We also respect the guidelines gives by regulatory and ready with all global technology.


If you wish to reach the highest start the lowest.


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